Requests that arrive
with the numbers attached
When a client wants help with their result, one short form sends you their contact details plus every input and result from the calculator. Your first call starts at the scoping question.
How does calculator lead capture work?
You switch on a form for any calculator. When a visitor submits it, the platform saves a contact record with their name, email, phone, message, consent and the calculator's inputs and results, emails it to your firm, and on Firm and Network plans posts it by webhook to your CRM. Lead capture is off by default.
What a request contains
Most contact forms ask 'How can we help?'. A calculator request answers it before you ask: the client's filing status and income, their IRA balance and age, their net profit or their break-even. You see the shape of the engagement immediately.
- Contact details and the message the client wrote
- Every input they entered and every result the calculator showed
- Which calculator and which page of your site they used
- Consent to be contacted, with a timestamp
Example: an RMD request
- Prior year-end balance: $640,000
- Age this year: 74
- Required minimum distribution: $25,098.04
- Message: 'Can you help me take this from the right account?'
From form to follow-up
Client sends the form
Right below the result, with a button label you choose, such as 'Ask our team to review this'.
Contact is saved
In your contact list with status and notes, ready for your team.
Email lands
A notification with the full record goes to the addresses you set.
CRM receives it
On Firm and Network, a webhook posts the JSON to HighLevel, Zapier, Make or your endpoint.
You reply with a scope
Because the numbers are there, you can quote or book a meeting in the first reply.
Calculator request vs. a generic contact form
| Generic form | Calculator request | |
|---|---|---|
| What you learn | A name and a vague question | The client's own figures and the specific question |
| Discovery on first call | 15 to 20 minutes | Mostly done |
| Qualification | Unknown until you talk | Visible: income, balance, profit, timing |
| Client expectation | Unclear | Anchored to an estimate they ran |
Privacy and consent. The form links to your privacy notice and asks for consent to be contacted. Leads belong to your firm; we process them on your behalf. Tax preparers: a calculator enquiry isn't tax return information, but once a client engages you, IRC §7216 consent rules govern using return data for other services. See security and privacy.
Lead capture questions
Is lead capture on by default?
No. You switch it on per calculator, so client-portal pages can stay form-free.
Which plans include it?
All plans include the form and the contact list. Webhooks to your CRM need Firm or Network.
Can I change the form fields and button text?
Yes: the button label, the panel title and caption, and which contact fields are required.
Do clients have to give a phone number?
You decide which fields are required. Fewer required fields usually means more requests.
How many leads can I store?
100 contacts on Practitioner, 10,000 on Firm and unlimited on Network.
Who owns the lead data?
Your firm. We process it as your service provider and don't sell it. See the privacy policy.
Can I send leads to more than one email address?
Yes, set the notification recipients in the app.
Is there spam protection?
Submissions are rate-limited and validated, and you can mark and remove junk contacts.
Do leads include the page URL?
Yes, the host page is recorded so you know which page produced the request.
Can I export contacts?
Use a webhook to sync them to your CRM in real time on paid plans.
No question matches that filter. Clear it to see them all, search the whole site, or ask us directly; we reply within one business day.
Next entry
Turn the next estimate into a scoped request
Switch on lead capture for one calculator and see what your clients send you.
Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.